See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,036 | $168,632-50.8% | $147,614-43.7% | $125,391-33.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2465.91% | 77.65%+2388.3pp | 61.98%+2403.9pp | 282.22%+2183.7pp |
| Employer contribution / active EE | $2,520 | $6,252-59.7% | $5,564-54.7% | $4,866-48.2% |
| Participant deferral / active EE | $5,444 | $5,507-1.1% | $4,895+11.2% | $5,352+1.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |